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Cross Oak Wealth

Cross Oak Wealth Email Formats

Financial ServicesFlag of USWilliston, FL 32696, United States1-10 Employees

Cross Oak Wealth Email Formats

Cross Oak Wealth uses 1 email format. The most common is {first name} (e.g., john@crossoakwealth.com), used 100% of the time.

FormatExamplePercentage
{first name}
john@crossoakwealth.com
100%

Key Contact at Cross Oak Wealth

Flag of US

Ozzie Delgado

Founder + Chief Executive Officer

Company overview

HeadquartersWilliston, FL 32696, United States
Phone number+13089547824771
Website
NAICS52
Founded2024
Employees1-10

About Cross Oak Wealth

Cross Oak Wealth Osvaldo Delgado, Jr. is registered with and offers securities through Kovack Securities, Inc. Member FINRA / SIPC. 6451 North Federal Hwy, Suite 1201, Ft. Lauderdale, FL 33308 (954)782-4771. Advisory services offered through Kovack Advisors, Inc., a SEC registered investment advisory firm. Cross Oak Wealth is not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc. Osvaldo Delgado, Jr. may only conduct business with residents of the states and/or jurisdiction for which they are properly registered. Linked sites are strictly provided as a courtesy. Kovack Securities, Inc. does not guarantee, approve nor endorse the information or products available at the sites, nor do links indicate any association with or endorsement of the linked sites by Kovack Securities, Inc. nor Kovack Advisors, Inc. "Likes", endorsements and other recommendations should not be considered a positive reflection of the services or advice offered by Osvaldo Delgado, Jr. and/or Cross Oak Wealth; positive reviews of experiences with Osvaldo Delgado, Jr. and/or Cross Oak Wealth may not reflect the experience of all, or even most, clients. Visitors to this page should not write positive reviews of their experience as testimonials may be prohibited under state and federal securities laws.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Cross Oak Wealth has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Cross Oak Wealth has never raised funding before.

Frequently asked questions

Cross Oak Wealth is located in Williston, FL 32696, US.
You can reach Cross Oak Wealth at +13089547824771.
Cross Oak Wealth was founded in 2024, making it 2 years old. The company has established itself as a significant player in its industry over this time.
Cross Oak Wealth has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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